Compare Portfolios
vs
1.6°C
Warming Potential
60
Total Footprint
73%
Megatrend Exposure
1.6%
Net Return YTD
1.8°C
Warming Potential
61
Total Footprint
97%
Megatrend Exposure
-4.1%
Net Return YTD
SMI
Financials data per1.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
13.2%
Net Return Last 3 Years
Hang Seng Index
Financials data per-4.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-46.9%
Net Return Last 3 Years
Investment Performance
- SMI
- Hang Seng Index
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Lonza Group AG | +29.2% | 2.3% | |
| Compagnie Financiere Richemont SA | +18.4% | 5.3% | |
| Swiss Life Holding AG | +9.2% | 1.6% | |
| ABB Ltd. | +7.3% | 4.7% | |
| Swiss Re AG | +6.8% | 2.7% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Netease Inc | +22.0% | 6.2% | |
| Trip.com Group Ltd. | +17.1% | 2.0% | |
| Haier Smart Home Co., Ltd. Class H | +9.5% | 3.1% | |
| Tencent Holdings Ltd. | -0.6% | 8.0% | |
| Alibaba Group Holding Limited | -3.4% | 8.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Sika AG | -7.1% | 3.2% | |
| Roche Holding Ltd Dividend Right Cert. | -6.7% | 16.2% | |
| UBS Group AG | -6.2% | 6.3% | |
| Geberit AG | -4.9% | 1.4% | |
| Logitech International S.A. | -4.0% | 1.1% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| XPeng, Inc. Class A | -33.9% | 3.8% | |
| NIO Inc. Class A | -33.8% | 0.2% | |
| Ping An Healthcare and Technology Company Limited | -30.1% | 0.6% | |
| Sunny Optical Technology (Group) Co., Ltd. | -28.7% | 2.5% | |
| Kingdee International Software Group Co., Ltd. | -28.6% | 1.6% |